Annuity Case Specialist

1 week ago

Montpelier, Vermont, United States National Life Group Full time

The Opportunity to Make a Difference

Our Annuity Associates provide an exceptional customer experience to distribution channels—agents or agencies—by ensuring life insurance applications are processed with speed, precision, and a caring approach that offers our customers peace of mind. In addition to evaluating basic life insurance risks, you will empower our clients by supplying information, assisting in resolving application issues, and collaborating with the team to achieve our full potential and deliver results.

A typical day involves the Underwriting Assistant / Case Manager evaluating medical, non-medical, and financial risk factors while determining the appropriate rating for life applications, managing applications in workflow systems, collaborating within a team, and effectively communicating with agents/agencies via phone, email, and CRM. You will serve as the primary liaison with the producing agent(s)/agency throughout the life cycle of each application.

We encourage and provide professional and personal development opportunities alongside your daily responsibilities through various courses and seminars offered by our NL University. Additionally, you will be part of a small, yet dynamic, work-family striving toward our annual goals while developing yourself and your teammates for a common cause.

Successful Candidates We're Seeking

  • You possess 2+ years of professional experience interacting with customers in the life insurance and/or annuity sectors.
  • You are enthusiastic about working for a company with a cause-driven culture.
  • A college degree is preferred but not mandatory; we value high-quality skills, experience, and a positive attitude as much as formal education.
  • You must be able to successfully pass a background check that may include fingerprinting.

The Skills to Succeed

  • You are detail-oriented and adept at multitasking in a fast-paced environment.
  • You possess excellent communication skills, with empathy and strong listening abilities.
  • You are results-driven, enjoy working with people, and are confident in taking the lead.
  • You are an intuitive problem-solver who thinks critically and creatively to provide effective solutions.
  • You take pleasure in delighting customers with outstanding service.
  • You exercise sound judgment and independent thinking in decision-making while balancing the need for teamwork.
  • You have a talent for identifying opportunities for efficiency and effectiveness and are open to continuous improvement and change.
  • You demonstrate a healthy curiosity and passion for ongoing learning and enhancing your business acumen.
  • You are adaptable and can navigate changes within a rapidly growing organization.

What You'll Find at National Life Group

  • Competitive compensation and excellent health, wellness, and insurance benefits.
  • Genuine opportunities for growth and career advancement.
  • A fun, collaborative, team-oriented environment.
  • Paid training and development through NL University.
  • Over $5k in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees.
  • Paid time off and holidays.
  • 40 hours of paid community service annually.
  • Onsite fitness center.
  • A culture committed to inclusion and diversity.

We have been fulfilling our promise to our people, customers, community, and environment since our inception.

National Life Group offers a competitive total rewards package, which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company-funded wellness account; generous paid time off; and paid parental and family leave after a year of full-time employment.

National Life Group is a trade name of National Life Insurance Company and its affiliates. Each company is solely responsible for its own financial condition and contractual obligations.

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